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Overview
Allows you to modify an existing customer’s profile so that all future sales, billing, and communications use updated information.
Prerequisites
  • Customer records exist under Selling > Customer > Customer List

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1.0 Locate the Customer

  1. Navigate to Selling > Customer > Customer List.
  2. Use the search bar or filters (e.g., name, group) to find the customer you wish to update.

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1.1 Enter Edit Mode

  1. Click the customer’s name to open their profile.
  2. Click Actions > Edit (or the Edit button in the header).

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1.2 Make Your Updates

Modify any relevant sections:
SectionFields You Can Update
Basic InfoName, Customer Group, Primary Contact, Phone, Email
Address BookAdd / Edit / Remove Billing and Shipping addresses
Financial SettingsCredit Limit, Payment Terms Template, Default Receivable Account
Tax SettingsTax ID, Default Taxes & Charges Template
Other DetailsWebsite, Customer Code, Custom Fields (e.g., Sales Region, Industry)
Step 4: Save Changes
  1. Review your edits for accuracy.
  2. Click Save to apply the updates.
All new transactions—quotes, orders, invoices—will now use the revised customer data.
Keeping customer profiles up to date in the CGIC App ensures smooth order processing, accurate billing, and better customer service—helping your team maintain strong, error-free relationships with every client.